A quick and easy solution to automatically convert scanned tax documents into digital work papers that are organized, bookmarked and labelled.
Organize LITE is a low-cost, entry-level solution that makes converting to a paperless office easy by including all the features and benefits of the standard Organize product but without human validation. The turnaround time is just a few minutes, so you can process forms while your client waits.
- Adds Convenience. Just submit a high-quality scan to receive an organized PDF in minutes.
- Reduce Clutter. Reclaim office floor space that was once occupied with rows of heavy filing cabinets by going paperless.
- Improves Record Retention. Find client documents faster and find specific documents with fast full text search.
- Increase Client Satisfaction. Deliver an organized PDF instead of a stack of papers to your clients with their completed tax return.